Create and send personalised quotes for export orders. When you need to bill a customer, simply create an invoice from the quote.
Set the right expectations with professional-looking quotes for export orders.
Create and send quotes in minutes using the contact, product and pricing information you’ve set up in IncoDocs. Every bit of information, from terms and conditions to customer notes, can be captured with ease.
Add your logo to your quotes and wow customers with an impressive online quote experience they’ll love.
Create a professional digital signature or upload your own to place on documents in a single click for rapid sign-off and a polished look.
Identify quotes that have been sent out and see if they’ve been viewed, accepted or if you need to follow up.
Quotes can be emailed to your customers from within IncoDocs for a simpler workflow. Quotes will be marked as sent to help you keep track of what’s been sent out.
Prospective customers can accept, decline or comment on the quote with the click of a button letting you know when a deal is about to ahead.
Customers can comment directly on an online quote to ask questions or request changes in real-time. You’ll be able to reply instantly and make instant updates to the quote if you need to.
Transform your quotes into ready-to-pay invoices in a flash.
Save time and avoid data entry errors by using online quotes in IncoDocs to create invoices. Creating an invoice pulls in all the details directly from the quote and lets you edit, add and remove items as necessary.
IncoDocs invoices come with a Pay Now option. Bill customers in a single click and offer them an easy way to pay via credit card or ACH transfer (US only).
IncoDocs connects seamlessly with popular accounting software and can be easily integrated with legacy or in-house systems to suit your needs.
Sync invoice and purchase order data between IncoDocs and your accounting platform to eliminate double-handling.
IncoDocs is built on a robust, advanced technical architecture which allows it to be easily integrated using flexible technologies such as API, XML and CSV. Simply get in touch to let us know what you need.